It should be noted that 7 of the 14 are retail/consumer related. Anyone else see another pattern?
02/01/07: Avanex Corp. (AVNX) - new 5.1% stake (10.6M shares)
02/01/07: Baldor Electric Co. (BEZ) - new 6.5% stake (2.8M shares)
02/01/07: CROCS Inc. (CROX) - stake raised to 5.3% (2.05M shares) from 121K shares at 09/30/06.
01/31/07: Par Pharmaceutical Companies Inc. (PRX) - stake raised to 9.9% (3.59M shares) from 5.2% based on 01/08 filing from 119K shares at 09/30/06.
01/31/07: Pantry Inc. (PTRY) - stake raised to 5.3% (1.2M shares) from 166K shares at 09/30/06
01/22/07: Phelps Dodge (PD) stake lowered to 4.1% (8.4M shares) from 5.1% (10.3M shares) Said they still intend to vote against the proposed FCX transaction. (13D filing)
01/22/07: Take-Two Interactive Software Inc. (TTWO) - stake raised to 5.5% (4M shares) from 75K at 09/30/06
01/12/07: Cache Inc. (CACH) - stake raised to 5.2% (817K shares) from 82K shares at 09/30/06
01/08/07: Build-A-Bear Workshop Inc. (BBW) - new 5% stake (1.035M shares)
12/29/06: WCI Communities Inc. (WCI) - new 6.5% stake (2.76M shares)
12/29/06: Pacific Sunwear of California Inc. (PSUN) - stake raised to 5.6% (3.89M shares) from 526K shares at 09/30/06
12/29/06: Endeavor Acquisition (EDA) - new 8.7% stake (1.75M shares)
12/21/06: Pathmark Stores Inc. (PTMK) - new 5% stake (2.6M shares)
12/21/06: Vanda Pharmaceuticals, Inc. (VNDA) - new 6.6% stake (1.45M shares)